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How do I assign Opportunities to other Prophet Users?

When you use Prophet, you may come across a time where you will want to either be assigned to Prophet Opportunities or assign other Prophet User(s) to Opportunities from within Prophet. Assigning Opportunities in Prophet allows users to easily look up who is in control of the Prophet Opportunity. Below are the steps on how […]

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  • April 4, 2016

How Can I Setup Opportunity Numbers Automatically Generated?

Automatically generated Opportunity Record Numbers are a great way to create a unique ID for each Opportunity that is added to Prophet. This will allow you to pull information through views and reports on specific Opportunities. The Record Number is easily found on the General tab of your Prophet Opportunity and can be started at […]

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  • April 4, 2016

How do I add a unique identifier to each Opportunity?

Opportunity Number Prophet has the ability to add an opportunity number to each opportunity created. This number will increase in sequential value with each new opportunity. With the Opportunity Number you can: Choose the name of this field, such as Record Number as shown above Choose the starting number Add this field to your quote […]

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  • August 16, 2015

I’m not seeing any other users’ data.

First, check with your Prophet administrator to verify that the user permissions have been setup so that you can view the data of other users. Your administrator will need to log onto the Prophet Administrative website and in the User Management section, first check the Hierarchy View Access to ensure your hierarchy access was set […]

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  • August 16, 2015